In Practice
Execs Also Delaying Retirement
Front-line workers apparently aren’t the only ones putting off their retirement—executives may likewise be sticking around, in part because of the down economy.
Nearly Half of Terminated Workers Kept Assets in 401(k) Plan
Almost half (43%) of workers who left their jobs in the first quarter of 2008 still had not moved their 401(k) assets a year later, according a Charles...
Boomers Lose Focus on Debt-Free Retirement, Survey Finds
Consumers are more concerned about short-term security than long-term financial goals, according to a survey sponsored by Securian Financial Group.
Fix Your Office Posture
Do you spend a lot of time at a desk or hauling around a bulging briefcase? If so, you might want to try these tips.
‘Active Savers’ Better off During Downturn
Those who are committed to saving money and take a disciplined approach to spending are better prepared for the down economy, according to a study by HSBC.
Consumers Prefer Buying Insurance In-Person
A new survey found three-quarters (75%) of consumers who own an insurance product prefer to buy life products from an agent or another trusted source, such as an...
SPARK Institute Makes a Case for 401(k)s
Seems as though lately everyone wants to 'fix' the 401(k), but a new whitepaper suggests a different take.
Advisers Look to Add Clients, Cut Expenses
Securities America said a survey of its advisers showed they are proactive during these challenging times.
Americans More Worried about Covering Medical Bills in Retirement
Americans feel less confident about paying for health-related expenses in retirement.
Fund Firm Commentary for Advisers Varies
Many mutual fund firms provide advisers with commentary, but not all of them have jumped on board with new media endeavors.
Participants Still Kept on in Face of Recession
Even in the face of a major economic downturn, 401(k) participants still kept on keeping on in 2008, according to a Hewitt Associates study.
Participants More Interested in Education, Fidelity Says
With the economy still uncertain and continued market volatility, Fidelity Investments said it is seeing higher levels of worker engagement in retirement plans.
Plan Sponsors Make More Changes
A survey by the International Foundation of Employee Benefit Plans (IFEBP) found defined contribution sponsors are making plan changes in the face of the economic downturn.
Distribution Evolves Amid Bad Market
A study by consulting firm kasina found that investment managers will further rely on analysts to guide advisers to products.
U.S. Can't Get No Satisfaction
Need happiness? Move to Canada, or better yet, Denmark.
Participants Could Accept ‘Mortality-Contingent’ Products
A study found that 30% of surveyed participants would definitely or likely be willing to trade leaving inheritance in order to generate more lifetime income than would be...
Better Human Capital, Better Financial Capital
While it might seem difficult to look at the long-term strategy amid a financial crisis, knowing how to better operate and recruit could be crucial to an advisory...
Workers Find Career Happiness Post-Retirement
A study from the AARP Public Policy Institute found a number of older employees trade income and status for happiness in a late-life career change.
Cash Balance Plans Gain Speed in Fortune 100
For the first time, the majority of Fortune 100 companies now offer new salaried employees only a defined contribution (DC) plan, such as a 401(k), according to a...